A piece appearing on Yahoo Finance quotes at length from Warren Buffett’s response to the Financial Crisis Inquiry Commission about what caused the housing bubble and related 2008-09 financial crisis.…
Tag: Warren Buffett
Is the Next Peter Lynch or Warren Buffett Waiting in the Wings as Value Emerges
Bloomberg reports on the market shifts toward value as “returning to an era when stock pickers reigned,” drawing on comments by Bank of Montreal’s Brian Belski, who said “it’s a…
Channeling Warren Buffett To Find Good Company Managers
Every investor wants to buy stock in companies with good management. But while billionaire shareholders can get face time with corporate managers and tours of plants and facilities, individual investors…
Warren Buffett's 5 Tips For Long-term Investing
“I know what markets are going to do over a long period of time,” says Warren Buffet in a recent clip presented by Asset TV, “they’re going to go up.”…
A Lesson from the Modesty of Warren Buffett's Recent Returns
Mark Hulbert at MarketWatch highlights Warren Buffet’s annual letter (the link includes a short video summary), but mainly emphasizes one crucial point that he suggests is a broadly important lesson…
Making Friends With Bear Markets
If you are trying to avoid the next bear market, Validea CEO John P. Reese has some advice: Stop trying to avoid the next bear market. In a piece for…
Graham and Buffett Disciple Tops the Charts in 2015
Deena Friedman manages the Fidelity Select Retailing Portfolio, which has the highest 2015 return among mutual funds. With a return of over 18%, Barron’s notes that her “stock-picking easily outperformed…
Fidelity PM Learns from Value Greats like Buffett, Graham and Klarman
Chuck Myers, who heads the Fidelity Small Cap Discovery Fund, shared some of the lessons he has learned as a value investor at the recent CFA Institute Equity and Valuation…
Apple vs. Google, and Other Market "Playoff" Matchups
With the NCAA’s college football playoff only a couple weeks away, Validea CEO John Reese recently took a look at some stock market “playoff” matchups that feature several global powerhouses,…
Be Like Buffett: Go Low -- Low-Beta, That Is
Conventional wisdom has long held that, in investing, greater risk leads to greater reward. But over the past couple years, new research has turned that idea on its head, and…